Beaumont Financial Advisors, LLC First Tr ETF Viii Tcw Unconstr Transaction History
Beaumont Financial Advisors, LLC
- $1.14 Billion
- Q4 2024
A detailed history of Beaumont Financial Advisors, LLC transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 300,169 shares of UCON stock, worth $7.42 Million. This represents 0.65% of its overall portfolio holdings.
Number of Shares
300,169
Previous 283,759
5.78%
Holding current value
$7.42 Million
Previous $7.13 Million
3.77%
% of portfolio
0.65%
Previous 0.64%
Shares
6 transactions
Others Institutions Holding UCON
# of Institutions
303Shares Held
114MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC12MShares$296 Million0.12% of portfolio
-
Ubs Group Ag8.79MShares$217 Million0.04% of portfolio
-
Morgan Stanley New York, NY7.23MShares$179 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC4.83MShares$119 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA4.21MShares$104 Million0.02% of portfolio